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Invoice capture

The ability to capture invoices for easier upload - currently only an option from 3rd Party -making it a costly addition. Nearly all of the competitors offer this facility as part of the package
Guest over 3 years ago in IRIS KashFlow / Purchases 1 New

Main Contact for customers

When invoices are created, the main contact is included in the invoice address. If the main contact is changed for a client, the contact for all previous invoices is changed (so that when an old invoice is printed, the new main contact appears, ra...
Guest over 3 years ago in IRIS KashFlow / Customers 0 New

PDF themes, you do not allow more than one logo this should be improved so companies can add footers so they can incorporate accreditation's

Companies clients/customers
Guest over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Matching rules maximum limit

Frustrating that there is a limit for how many bank matching rules you can have.
Guest over 3 years ago in IRIS KashFlow / Bank 0 New

Upload a file to support transactions

Raise a journal and you can upload any file type (.pdf, .xls, .doc etc) of workings to support your entry. Files can also be uploaded to support customer, invoice, supplier, purchase etc entries, but crucially not .xls (spreadsheet) files. No file...
Guest over 3 years ago in IRIS KashFlow / Uncategorised 0 New

CIS reverse change not to be applied to the full invoice value

Not all items on a contractor's invoice are subject to CIS charge - eg parking. Other financial packages allow to differentiate the treatment
Guest over 3 years ago in IRIS KashFlow / Purchases 0 New

EU IOSS VAT Scheme

So from 1st July 2021, the EU expects ALL businesses to register for IOSS and collect VAT according to the location of their customer - although this is strictly optional. Kashflow still fails to deal with sales from the UK to the EU correctly - w...
Rich Mellor almost 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Import unpaid invoices list to Excel

Currently you can only download to PDF
Guest almost 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

The ability to send more than one invoice in one email

The ability to send more than one invoice in one email
Anonymous almost 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

To have the ability to view previously sent statements and invoices. Also when customer replies to an invoice to show the invoice no.

No description provided
Anonymous almost 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New